At WealthPilot Financial, we believe that an important part of building wealth is protecting wealth. Insurance provides a crucial defense from life’s uncertainties, and can provide clients with the sense of security that their loved ones will be protected.
Our team works with clients to identify their current insurance, whether owned privately or through their place of work. From there, we will determine the intentions behind their current insurance, and then focus on whether there is an additional need for income/asset replacement, tax efficiency, estate preservation, or the proper continuation of their business. We will also assure that their insurance is tied back to their estate planning.
Our sophisticated modeling will demonstrate whether there is a current gap in their insurance needs, and quantify specifically how much insurance is necessary in order to fill that gap, if any.
Securities: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Michigan, New Mexico, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Texas
Investment Advisory services offered in New Jersey, North Carolina, Pennsylvania and Texas.
Insurance: Arizona, Delaware, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, New York, Pennsylvania, South Carolina,Texas
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Not all Registered Representatives with our firm are able to offer advisory services.